In|Vest 2018: Innovations & Digital Transformations in Wealth brings together the entire wealth management industry – including leaders in retail financial services, advisors and investors, insurers and asset managers, solution providers and consultants. Held in New York on July 10 and 11, 2018, the gathering facilitates honest discussion of the most important issues confronting the wealth management industry as digital transformation comes up against the reality of market execution. Interested in seeing more? Click
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Charles Weinstein is CEO of Eisner Advisory Group LLC, sits on its board of directors, and is a member of the firm's Executive Committee.
September 8
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The total value of transactions flowing through Early Warning Service's peer-to-peer payments service rose nearly 30% during the second quarter, as more consumers used Zelle to pay recurring expenses.
September 8
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The card network's test enables consumers to round up transactions to the nearest $1, $5 or $10 for donations to the organization of their choice.
September 8
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Frustrations with gatekeeping, a lack of diversity and the way home appraisal is overseen are spurring many practitioners to call for an overhaul of the industry's governance structure.
September 7
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At an industry conference, a Federal Reserve official spoke about standardizing climate risk disclosures, while a representative from the Office of the Comptroller of the Currency examined the red-state backlash against banks that disfavor fossil fuels.
September 7
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Bank of America is facing off in court with the bond insurer Ambac Financial Group in a $2.7 billion case that's one of its last legal hangovers from the subprime crisis.
September 7
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The new Federal Reserve vice chair for supervision called for capital requirements that target higher-risk activities and more complex organizations; merger decisions that factor in a deal's impact on accessibility of financial services; and better tests for evaluating banks' preparedness for climate change.
September 7
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The Phoenix bank is forming an executive leadership team that it said will ensure continuity within its senior ranks. The moves come five months after CEO Kenneth Vecchione received a contract extension through at least 2024.
September 7
- AB - Policy & Regulation
The former Fed vice chair for supervision said the recent ruling in West Virginia v. the EPA will not 'gut' the administrative state, but it could be a needed restraint.
September 7
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Smarter tech solutions can help banks worried about fines from regulators keep their employees on authorized apps and devices.
September 7
